![Amy Travis, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
Amy Travis (CRD# 1530501) is an Investment Advisor Representative working at Hightower Advisors, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
![Steven Adams, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 5992425
Stonepath Wealth Management
![Mark Aigner, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 2645924
Saxony Capital Management, LLC
![Michael Albrecht, financial advisor Traverse City MI](/img/ws/profile-blank-sq.png)
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Securities LLC | Valparaiso, IN | Nov 2020 - Current | 3 |
Hightower Advisors LLC | Valparaiso, IN | Nov 2020 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Traverse City, MI | May 2019 - Nov 2020 | 1 |
Raymond James Financial Services, Inc. | Traverse City, MI | May 2019 - Oct 2020 | 1 |
Unemployed | Kingsley, MI | Apr 2019 - May 2019 | < 1 |
Commonwealth Financial Network | Traverse City, MI | Dec 2017 - Apr 2019 | 1 |
Raymond James & Associates, Inc. | Traver5e City, MI | Sep 1999 - Dec 2017 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1999 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- IN
-
Total Assets Under Management130,239MILLIONS
-
Total Number of Accounts178,256ACCOUNTS
-
Average Account Value$730,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.